TOTAL PORTFOLIO MANAGEMENT, LLC
CRD #127596 SEC #801-63802 EVANSTON, IL 847-866-9775
SEC Registered
Total AUM
$120.6M
Discretionary
$110.7M
Employees
3
Clients
26
Accounts
161
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2014 | $0 | $0 | $0 | 1 | 0 |
| Feb 2014 | $0 | $0 | $0 | 1 | 0 |
| Jan 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2013 | $120.6M | $110.7M | $9.9M | 3 | 26 |
| Mar 2013 | $120.6M | $110.7M | $9.9M | 3 | 26 |
| Mar 2012 | $95.6M | $87.4M | $8.2M | 1 | 26 |
| Jan 2008 | $70.6M | $52.3M | $18.3M | 5 | -- |
| Feb 2007 | $62M | $44.4M | $17.5M | 5 | -- |
| Jan 2006 | $63.1M | $51.1M | $12M | 5 | -- |
| Jan 2005 | $45.4M | $18.2M | $27.2M | 5 | -- |
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2013
Total AUM$120.6M
Discretionary$110.7M
Non-Disc.$9.9M
Employees3
Clients26
DateMar 2013
Total AUM$120.6M
Discretionary$110.7M
Non-Disc.$9.9M
Employees3
Clients26
DateMar 2012
Total AUM$95.6M
Discretionary$87.4M
Non-Disc.$8.2M
Employees1
Clients26
DateJan 2008
Total AUM$70.6M
Discretionary$52.3M
Non-Disc.$18.3M
Employees5
Clients--
DateFeb 2007
Total AUM$62M
Discretionary$44.4M
Non-Disc.$17.5M
Employees5
Clients--
DateJan 2006
Total AUM$63.1M
Discretionary$51.1M
Non-Disc.$12M
Employees5
Clients--
DateJan 2005
Total AUM$45.4M
Discretionary$18.2M
Non-Disc.$27.2M
Employees5
Clients--